Learning Track
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
Custom Fields allows you to add your own properties to Projects and People. This extra level of detail provides helpful insights for scheduling and planning and makes reporting more powerful.
For People, Custom Fields you can add properties like skills, certifications, managers, organization structure, etc. to profiles
For Projects, use Custom Fields to add business-specific criteria to your projects and specify properties such as project manager, project priority, the likelihood of closing, business unit, project IDs, locations, etc.
When integrating Resource Management with other business tools or systems, add Custom Fields to using the same tags or identifiers in your other tools.
Projects and People can have multiple Custom Fields. You can filter on those fields on the Schedule, Project Portfolio Page, or in Reports.
Only Administrators can add custom fields.
NOTE: If you update a Custom Field in Account Settings, it will be updated for all Projects and People that it is assigned to. If you remove a custom field from Account Settings, it will not be removed from the Projects or People that it was assigned to. The Project or Person will retain that value within their settings, and as long as at least one Project or Person has that value attached to their settings, the option will still be appear in the filtering options on the Schedule and in Reports.
Filtering a Custom Field in Reports allows you to show specific items in a data set. For example, just show high priority projects, or projects that belong to a certain project manager. Selecting multiple filters will aggregate data for all of the filters selected. You will only see filters that are actually available in the data you have grouped.
Clicking on the name, for example "Medium," is a quick way to show just that menu option. It will deselect everything else and just select that option. Clicking on the checkboxes allows you to add multiple options.